A Tactical Opportunity for a Strategic Allocation: REITs on sale for investors

August 1, 2022 5 Minute Read Time

A patio outside an office space

As we exit the second quarter of 2022, the listed real estate market presents an unappreciated opportunity for investors. REITs are down in line with broad markets despite superior trends in fundamentals, with long-term characteristics that are well-suited for today’s outlook. 

When we refresh REITs, we find that a market declines equal to broad indices and a double-digit discount to intrinsic values, despite superior fundamentals and a constructive outlook. Furthermore, we see an opportunity in REITs to make an allocation to an asset class that outperforms, provides attractive income, protects against inflation and diversifies investment portfolios

Dive deeper into our perspective on REITs and examine -

  • The tactical opportunity to make a strategic allocation in REITs
  • The advantages of active management 
  • How REITs are ready for potential uncertainty

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